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Please note that this feature is available as a Beta release and will have more enhancements in the future versions.
The default email template is shown below:
Customizing the email template allows the option of modifying color, typefaces, text, email signature and adding logo or other brand related images in header and footer (images need to be hosted in an external server or any image-hosting site).
Please note that a new email template can be created by administrator and defined to be used in the Report Scheduler Settings page as the default template (Solutions > Report Scheduler > Settings > Email Template). At the same-time each user can create their own email template and over-ride the default template (select email template lookup when scheduling a report).
Creating a new email template
To create a new email template: Browse to: Extensions > RS Event Template and click New. The form loads with the default template HTML already filled in.
Please note the following points from the above screenshot:
1. Preview Email button: On clicking this button: an HTML preview of the template will be shown. Please note this is not the actual output but should be used only as a reference output. (this is because most email solutions behave differently when it comes to rendering).
2. Report Table Style field: Modify the style-sheet for the tabular report. Please note that Google Gmail does not support <style> in <body>. In-order to use the default inline style-sheet, please check “Use Default Style”
3. Merge Fields: Merge fields will be replaced by actual value when the HTML email is being generated. Following merge fields can be used:
name of the report as in scheduling page
date and time when report was run
Owner of the scheduled record
Text entered in Comment field of scheduling page
This will insert the HTML style of tabular report
Guide to creating custom email templates
Designing an HTML email that renders consistently across the major email clients can be very time consuming. Support for even simple CSS varies considerably between clients, and even different versions of the same client.
We've put together best practices to save you the time and frustration of figuring it out for yourself.
Sample email using a customized email template